Australian Eagle Trust Long-Short Fund (the Fund) has been upgraded to a Recommended rating from Zenith and received an inaugural Recommended rating by Lonsec. Since inception in July 2016 to October 2021 the Fund has returned 19.33% per annum and has outperformed the S&P/ASX 100 by 8.49% per annum. Since inception the Fund has not had a negative return in a calendar or financial year.

Australian Eagle Trust Long-Short Fund has been upgraded to a Recommended rating from Zenith. Across the period from the 1/7/2016 to the 31/5/21 the Australian Eagle Trust Long-Short Fund returned 18.32% pa, with a beta of 0.84.

Australian Eagle CIO Sean Sequeira interviewed about August 2020 reporting season on 3rd September 2020.

After a diligent search and in-depth analysis, the Investment Committee shortlisted the potential candidates to act as Paradigm’s Australian share specialist, to four managers. Following formal presentations to the Committee, and final analysis, the Committee formally appointed Australian Eagle to carry out this role.

Sean Sequeira the chief investment officer at Eagle Asset Management says on these numbers the stock still boasts significant upside. This despite it already quadrupling to $8.81 from an October 2016 initial public offer price of $2.09.

According to Mr Sequeria, Xero can harness data like Facebook to provide its next growth leg, with the stock fairly valued now.

The Fund returned +9.97% net of fees in May 2020. The portfolio’s largest positive contributions for the month came from long positions in Pushpay Holdings Ltd, Fortescue Metals Group Ltd and Evolution Mining Ltd while largest detractors were a long position in CSL Ltd and short positions in Flight Centre Travel Group Ltd and Virgin Money UK.

Fund manager Sean Sequeira says Altium shares will rise if the market gets confidence it can meet its FY 2025 targets. COVID-19 will prove a short-term hit to Altium's long-term growth story and management is still targeting 100,000 users by 2024-25 and revenue of $US500 million.

The Fund returned +5.45% net of fees for the month of January 2020. The portfolio’s largest positive contributions for the month came from long positions in ResMed Inc, CSL Ltd and Altium Ltd while largest detractors were long positions in Treasury Wine Estates Ltd and Nearmap Ltd and a short position in Link Administration Holdings Ltd.

Portfolio Overview – Dec 2019 The Fund returned -1.78% net of fees for the month of December 2019. The portfolio’s largest positive contributions for the month came from long positions in Fortescue Metals Group and Pushpay Holdings and a short position in Whitehaven Coal while largest detractors were long positions in Treasury Wine Estates, Japara […]

The Fund returned +3.80% net of fees for the month of November 2019. The portfolio’s largest positive contributions for the month came from long positions in Xero, Cochlear and CSL while largest detractors were short positions in Virgin Money UK plc, Caltex Australia and a long position in National Australia Bank.

How many of the best stock market up-days would you have had to miss in the last 10 financial years to completely eradicate all of your return?

The Australian Eagle Trust Long-Short Fund won the Best Long-Short Equity Fund award 2019 as judged by The Australian Alternative Investment Awards.

Research house SQM has given a ‘superior’ rating of 4.25 stars to the Australian Eagle Trust Long-Short fund .

Australian Eagle Asset Management's Sean Sequeira recorded a 16.27 per cent return for his long-short fund, after fees, and 19.23 per cent before fees. Fortescue was a winner: the stock has more than doubled this year. "The improvement of their cashflows was still not recognised by the market," he recalled.

Australian Eagle Trust Long-Short Fund celebrates 3 years of consistently strong performance.

The Fund returned +2.15% net of fees for the month of May 2019. Approaching 3 years of operation, the Fund has returned +19.95% p.a. since inception (Jul 16), outperforming the ASX 100 index by +7.95% p.a.

Alleron Investment Management has relaunched as Australian Eagle Asset Management, looking to gain a stake in retail and differentiating from its past as an exclusive wholesale and institutional operation.

Australian Eagle Asset Management, which used to be Alleron, went long Treasury Wine Estates shares at $4. The way Australian Eagle CIO Sean Sequeira saw it, the downside was limited: it had only $300 million of debt and a small but dazzling source of growth.

Australia Ratings conducted its annual review of the Australian Eagle Trust Long Short Fund and has retained its VERY STRONG rating.

What you didn't own mattered just as much as what you did own, if you wanted to outperform the market in 2017-18, top fund managers say.

A VERY STRONG rating indicates a very strong conviction that the Fund can deliver a risk adjusted return in line with the Fund’s investment objective. This is based on an investment rating scale used by Australia Ratings to indicate how well we believe a fund will perform against a range of risks.

It was a rare good year for stock pickers, with the median actively managed fund over the 12 months beating the benchmark S&P/ASX 300 accumulation index (which includes the impact of dividends) by 13.8 per cent to 11.9 per cent.

03 November 2017

A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.

Investment industry charity announces its 2017 award nominees
6 September 2017

One of the Australian financial sector’s most enduring charitable efforts, Hedge Funds Rock (HFR) & The Australian Alternative Investment Awards has today announced the nominees for its 2017 awards event.

"FMG can provide growth and strong returns: CEO Nev Power"
Australian Financial Review (AFR) article by Tess Ingram
21 August 2017

Fortescue Metals Group's strengthened balance sheet can sustain higher dividends and still support the iron ore miner's growth ambitions, chief executive Nev Power says.

Australian Eagle Trust Long-Short Fund commences managing funds.

Nov 2015 - Alleron Investment Management repurchased Ascalon Capital Managers's 38% share of Alleron common stock.